Kanaka Strategies

Fee-Only (% of Portfolio)

Kanaka Strategies, owned by Anil Godbole, manages investment accounts established by clients at brokerage firms. Kanaka Strategies has full authority to make investment decisions for these accounts. The firm charges a fixed monthly fee based on the value of the assets in the account. Clients can deposit or withdraw funds during a three-day window each month and can terminate the agreement with one month's notice during the same window.

Assets Under Management$250K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$250K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm